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Chief Operating Officer · Corient

Leonard L. Gullan

CRD 7722217 · Named on Form ADV at 3 SEC-registered advisers

At a glance

Corient, an SEC-registered wealth manager based in Miami, FL with $165.3 billion in regulatory assets, lists Leonard L. Gullan on its Form ADV as Chief Operating Officer, a control person. The SEC filings also name Leonard at 2 other registered advisers.

Firms and roles

  • CorientChief Operating OfficerWealth manager · Miami, FL · $165B in regulatory assets
  • Corient IA LPChief Operating OfficerPrivate fund adviser · Miami, FL · $5.1B in regulatory assets
  • Cabana Asset ManagementBoard MemberAsset manager · Fayetteville, AR · $472M in regulatory assets

AtlasMembers

Leonard’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
3 firmsLocked
Control-person status
3 firmsLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (12)

7 more people named with Leonard on the same filings, with titles and firms. Free in Atlas with a free account.

See all 12 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Leonard’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.